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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,679 | $110,083+134.1% | $151,645+69.9% | $68,490+276.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.43% | -10.12%-4.3pp | 3.34%-17.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $6,651 | $4,470+48.8% | $6,165+7.9% | $2,597+156.1% |
| Participant deferral / active EE | $7,954 | $6,526+21.9% | $8,363-4.9% | $4,028+97.5% |
| Admin fee / account holder | $6,788 | $7,718-12.0% | $11,614-41.5% | $5,403+25.6% |